Choosing the Right CRM System Made Simple

Several weeks ago, we shared an article on our blog that discussed the benefits of small businesses utilizing a CRM (Customer Relationship Management) system in an article titled: Do Small Businesses Really Need CRM? .  Take a look at this article if you would like to learn about some of the key benefits of a CRM system for your organization.  If you have come to the decision that implementing a CRM system is the next step for your business, you may be wondering how to choose the right CRM solution to suit the needs of your organization.  There are many great CRM options currently available, and today we are going to share three key things you will want to keep in mind when choosing a CRM solution for your company.

Look for Scalability

While you should definitely take the current needs of your organization into consideration when choosing a CRM solution, it is also important to keep your possible future needs in mind as well.  Make sure you choose a CRM system that can expand as your business grows and your needs evolve. 

Budget for Quality

CRM systems can vary greatly in cost but comparing these systems isn’t always an “apples to apples” equation.  Having a budget in mind is wise, but sure you are examining all of the features of each CRM system under consideration.  The solution with the smallest price tag can end up costing your organization much more than you thought if you have to make costly adjustments and add additional features to make that system work for you.

Research Vendor Options

The vendor you select is as important as the CRM system you choose.  Time spent researching the reputation and experience of vendors you are considering is time well spent.  By investigating references and speaking with past customers, you will get a very clear picture of the vendor you are choosing.  Don’t take this key relationship lightly.

Of course here at The Vested Group, we believe an excellent CRM choice is NetSuite.  NetSuite is the only cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.

In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.

The key benefits of NetSuite’s CRM solution speak for themselves: 

▪       Clear visibility into sales, service and marketing performance 

▪       Streamlines quote-to-order processes

▪       Elevates productivity with a 360-degree view of your customers

▪       Improves sales performance through forecasting, upsell and commission management

▪       Drives collaboration with partners

▪       Increases customer service productivity and reduces case resolution times

▪       Manage multinational sales and services organizations, with Global CRM.

If would like to learn more about NetSuite CRM, The Vested Group is here to help!  We have offices in Dallas, TX and Tampa, FL ready to serve your CRM needs.  Contact The Vested Group to schedule a demo today!